Episode Overview

Have you ever invested in a system that your team quietly stopped using? Not because it was broken — but because it was just too complex to bother with on a busy day?

In this episode, I walk through the real story of a small organization that chose a capable CRM to manage their customer relationships — and watched it quietly create more problems than it solved. The system worked exactly as designed. But it was the wrong fit for the team that had to use it every day.

I break down six specific observations from this organization — from constant relearning and inadequate support, to data fragmentation and delayed action — and explains exactly how each one compounded the cost over time.

Then I turn those observations into a practical eight-question framework that any business leader can use when evaluating, selecting, or upgrading a system — regardless of industry, size, or the type of technology involved.

If your team is working around your systems instead of in them, this episode is for you.

What You’ll Learn in This Episode 

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